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Braintrust 
Outlier
Mercor
Turing
Handshake AI
Terac
micro1
Vetto AI
Anyone AI
Sovrano AI
AI Training · freelance
Senior Personal Finance & Tax Expert - AI Training
Outlier lists this freelance opportunity through Braintrust. Skills include Personal Finance.
PLATFORMBraintrust
LOCATIONUnited States only
PAY$96/hr
SCHEDULE20 hrs/week
LAST CHECKED11 Nov 2026
THE OPPORTUNITY
Put your skills to work.
Outlier lists this freelance opportunity through Braintrust. Skills include Personal Finance.
- Contract
- short
- Role
- Finance & Accounting
- Hours per week
- 20
- Openings left
- 25
Our client is seeking senior United States-based personal finance professionals for an AI training project involving real-world financial topics and scenarios. This opportunity is intended for experienced practitioners whose work directly supports individuals or households, rather than candidates whose experience is limited to corporate finance.
Relevant Backgrounds
You may be a fit if your experience includes one or more of the following:
Relevant titles may include CPA, Enrolled Agent, personal tax preparer, financial advisor, wealth advisor, retirement planner, financial planner, trust officer, or fiduciary accountant. CFP, PFS, CPA, EA, and CTFA credentials are particularly strong signals for this senior opportunity, but equivalent depth of household-facing experience may also qualify.
- Preparing individual tax returns, personal tax planning, capital-gains matters, or self-employment and quarterly taxes.
- Advising individuals on investments, asset allocation, portfolio rebalancing, retirement accounts, or Social Security planning.
- Helping households with comprehensive financial planning, budgeting, cash flow, debt, or financial goals.
- Supporting estate and gift tax, trust administration, beneficiary planning, or fiduciary accounting in a non-attorney capacity.
- Advising on student loans, mortgage refinancing, credit-card payoff, home affordability, or college and 529 planning.
- Supporting clients with equity compensation, including RSUs, stock options, ESPPs, or self-employed finances.
Requirements
- Currently based in the United States.
- At least 10 years of directly relevant professional experience.
- Significant professional experience advising or supporting individuals or households in at least one of the areas above.
- Ability to apply senior-level judgment, explain complex financial concepts clearly, and follow detailed project instructions.
Compensation
Compensation is $96 USD per hour.
Role details are copied from the Braintrust listing and can change. Check the platform before you apply.
Relevant skills
Personal Finance
A few things to check
- Location and experience requirements.
- Schedule, compensation, and assessment process.
- Current availability on Braintrust.
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